Alden Dichoso is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Sunbelt Securities in 2024, he spent five years at Louisiana Tech University and four years at Lamar High School. Outside of his advisory role, Alden works part-time as a Pilates instructor at HIP Fitness. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers services including wrap-fee programs, standalone financial planning, and referrals to third-party money managers, employing various investment strategies tailored to client needs.

Leslie Corley is a financial advisor at World Equity Group, Inc. with 12 years of industry experience. Her background includes roles at Edward Jones and J.P. Morgan Securities LLC, along with periods as a homemaker. She holds Series 63, 65, and 66 licenses. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides managed portfolios through discretionary management programs and uses risk-tolerance assessments to guide asset allocation, with custody and trade execution handled by Schwab & Co.

Zachary Goodrow is a Series 65-licensed advisor at Chilton Capital Management LLC with one year of industry experience. Prior to joining Chilton in 2024, he held roles at Venturi Private Wealth and Ci Stavis & Cohen Private Wealth. Chilton Capital Management provides discretionary portfolio and wealth management services to individuals, high-net-worth clients, pooled vehicles, and institutional accounts. The firm employs a fundamental, bottom-up research process across multiple dedicated strategies and offers integrated financial planning and fiduciary services, including trustee functions through its affiliated trust company.

Ty Helm is a Series 65 licensed advisor at Willis Johnson Wealth with one year of industry experience. Prior to joining Willis Johnson Wealth, he held positions at Blue Trust, H-E-B, and has experience in educational roles at Texas A&M University, Houston Museum of Natural Science, Bellaire High School, and Pin Oak Middle School. Willis Johnson Wealth offers comprehensive financial planning and investment management services primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach and provides various tailored strategies along with an in-house CPA tax service.

Caleb Hesseltine is a financial advisor at Strategic Wealth Investment Group, LLC in Houston, TX. He holds a Series 66 designation and has under one year of industry experience. His prior roles include positions at Strategic Wealth Designers, LPL Financial LLC, and National Financial Alliance. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm combines internally developed and third-party model portfolios, using a variety of investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Michael Miller is a financial advisor with TFO Wealth Partners in Houston, TX, holding a Series 66 credential and 16 years of industry experience. He has worked with Miller Grossbard Advisors, LLP since 2013 and TFO Wealth Partners since 2010. Outside of advising, he serves as Chief Operating Officer at Synergy Risk Management, Ltd., focusing on fixed and index life insurance and annuity products, and is Director of Operations at Miller Grossbard Advisors, LLP, where he assists with general management and reporting. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven strategies based on modern portfolio theory, utilizing model portfolios with mutual funds, ETFs, and third-party managers, and offers a range of financial planning and family office services.

Shawndra Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Her career includes roles at Liberty Mutual Insurance, Allstate Insurance, Edward Jones, and Chase Investment Services Corp. She is based in Houston, TX. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions via approved model portfolios and third-party managers.

Hunter Hart is a financial advisor at Intrua Financial with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with Intrua Advisory Group, LLC and LPL Financial since 2016. His work includes providing investment advisory services through Intrua Advisory Group, an independent registered investment advisor. Intrua Financial is an SEC-registered multi-team firm managing approximately $1.75 billion in assets with 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans using a blend of fundamental, technical, and cyclical analysis to create customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Shelley Nadel is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. Her career includes roles at Integrity Alliance, Lion Street Financial, FSC Securities Corp, and Wells Fargo Clearing. She is the owner of Food and Finance with Shelley LLC, which provides financial literacy education focused on women’s financial empowerment and corporate employee education. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach with a focus on relative strength and customized portfolio management through discretionary and model-based strategies.

Dane Byers is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2015 and is involved with Intrua Financial, a registered investment advisor hybrid entity associated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Patricia Redd is a financial advisor at OneSeven in Houston, TX, holding a Series 65 designation with approximately three years of industry experience through roles at Raymond James, OneSeven (d/b/a HTR Wealth Management), and Apollon Wealth Management. She has also worked outside the industry at BBVA and Kings Crossing Church of Christ. Additionally, she is an independent insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach.

Fran Jackson Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within John Hancock entities as well as Valic Financial Advisors and GWFS Equities. John Hancock Personal Financial Services, LLC serves a diverse range of clients—including individuals, trusts, estates, non-profits, and business entities—offering financial planning, consultative services, and an Emergency Savings program. The firm utilizes third-party software to create written financial plans, which advisors review and present, supporting a technology-assisted model with a high client-to-advisor ratio.

Ryan Ringuet is a financial advisor at Arax Advisory Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, USCA Securities LLC, and U.S. Capital Wealth Advisors. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory, utilizing both in-house and external portfolio teams along with a mix of traditional and alternative investments.

Andrew Kulha is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with eight years of industry experience. He has worked at several firms, including Mariner Wealth Advisors and Patriot Wealth Management, before joining Mission Wealth Management in 2022. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of internal and third-party management.

George Biggs is a financial advisor at Americana Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC for 15 years. Outside of his advisory role, he is a limited partner in a family limited partnership involved in oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and leveraging technology and third-party service providers as part of its implementation process.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Tuan Nguyen is a financial advisor at Huntleigh Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes roles at Raymond James And Associates, Hilltop Securities, Morgan Keegan & Company, LLC, and several other firms. Huntleigh Advisors serves individual clients, small businesses, charities, trusts, estates, and employer retirement plans, offering discretionary and non-discretionary asset management alongside specialized strategies such as its MindShare small- and micro-cap program. The firm combines fundamental, technical, cyclical, and quantitative analysis in its portfolio approaches and provides both model and customized management options.

Karlee Davis is a financial advisor at Willis Johnson Wealth in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Tolleson Wealth Management and Helmerich & Payne, as well as a three-year period at Texas A&M University. Willis Johnson Wealth offers comprehensive financial planning and investment management primarily for corporate professionals, executives, and high-net-worth individuals and their families. The firm employs an evidence-based, tax-aware investment approach with diversified strategies and provides in-house tax services and access to private market investments.

Leopold Lueddemann is a financial advisor at Mission Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has been with Mission Wealth since 2025. His prior experience includes roles at Deloitte Consulting LLP and Markham Group, as well as a background as a student at George Washington University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers comprehensive wealth management and personalized financial planning, integrating investment management with tax, trust, legacy, philanthropy, and risk planning through a “total picture” approach.